First, thank you for choosing us to assist with your tax preparation.  We’ve developed the following easy-to-use forms to get the information needed to complete your returns.

How to get started & what to expect:

• Read our Client Letter
• Fill out the 2024 Tax Checklist, and if applicable, the Business Checklist and/or Rental Real Estate Checklist
• Contact us so we can send you a client portal invitation to start securely uploading your tax documents including your filled out checklist(s).  Need help getting documents uploaded?  Try the free app Adobe Scan.
• We will confirm receipt of your documents and will contact you with any questions
• Once your returns are prepared, we will contact you to thoroughly review your tax results and answer any questions
• Upon your approval, authorization documents will be sent for your digital signature or you can sign documents upon pick up
• Once payment is received, your returns will be electronically filed & final documents will either be uploaded to the portal, mailed back to you or we will see you for pick up!
  • Payment: Zelle, cash or check is our preferred payment method. We accept credit/debit & Venmo with an additional fee. Payment is due prior to electronic filing of your taxes.
• You can also read our Privacy Policy & Engagement Letter